Mittelman Wealth Management Sells 3,972 Shares of Vanguard Small-Cap ETF $VB

Mittelman Wealth Management lowered its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 25.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,683 shares of the company’s stock after selling 3,972 shares during the period. Vanguard Small-Cap ETF makes up about 1.9% of Mittelman Wealth Management’s portfolio, making the stock its 14th largest holding. Mittelman Wealth Management’s holdings in Vanguard Small-Cap ETF were worth $3,060,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Costello Asset Management INC bought a new position in shares of Vanguard Small-Cap ETF during the fourth quarter worth approximately $25,000. Lloyd Advisory Services LLC. bought a new stake in shares of Vanguard Small-Cap ETF in the fourth quarter valued at approximately $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in Vanguard Small-Cap ETF during the fourth quarter worth approximately $28,000. Laurel Wealth Advisors LLC acquired a new stake in Vanguard Small-Cap ETF during the fourth quarter worth approximately $35,000. Finally, Greykasell Wealth Strategies Inc. bought a new position in Vanguard Small-Cap ETF during the 4th quarter worth $39,000.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA VB opened at $296.88 on Tuesday. The stock has a market capitalization of $79.92 billion, a PE ratio of 18.27 and a beta of 1.04. The business has a fifty day moving average price of $295.04 and a two-hundred day moving average price of $281.46. Vanguard Small-Cap ETF has a fifty-two week low of $234.49 and a fifty-two week high of $304.70.

Vanguard Small-Cap ETF Company Profile

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that is based on the CRSP US Small Cap index. The fund tracks the CRSP US Small Cap Index. The market-cap-weighted index includes the bottom 2-15% of the investable universe. VB was launched on Jan 26, 2004 and is managed by Vanguard.